EFR

Eaton Vance Senior Floating-Rate Fund
EFR

Overview Fund Activity

89 hedge funds and large institutions have $83.7M invested in Eaton Vance Senior Floating-Rate Fund in 2024 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 28 increasing their positions, 20 reducing their positions, and 6 closing their positions.

Holders
89
Holders Change
+9
Holders Change %
+11.25%
% of All Funds
1.29%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
15
Increased
28
Reduced
20
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WPC
1
White Pine Capital
Minnesota
$4.65M
2
GC
2
Guggenheim Capital
Illinois
$7.36M
3
AAM
3
Advisors Asset Management
Colorado
$4.64M
4
Invesco
4
Invesco
Georgia
$5.3M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$7.2M

Top Sellers

1
MHIC
1
Marble Harbor Investment Counsel
Massachusetts
$745K
2
IWN
2
Independent Wealth Network
Iowa
$0
3
Wells Fargo
3
Wells Fargo
California
$1.15M
4
Bank of America
4
Bank of America
North Carolina
$10.4M
5
MWA
5
Midland Wealth Advisors
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$10.4M 819,299 -29,672 -3%
Morgan Stanley
2
Morgan Stanley
New York
$8.29M 650,338 +7,849 +1%
GC
3
Guggenheim Capital
Illinois
$7.36M 577,598 +73,959 +15%
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$7.2M 564,450 +38,135 +7%
Ameriprise
5
Ameriprise
Minnesota
$5.3M 416,007 +10,582 +3%
Invesco
6
Invesco
Georgia
$5.3M 415,704 +39,786 +11%
Cohen & Steers
7
Cohen & Steers
New York
$4.91M 385,258 +10,000 +3%
WPC
8
White Pine Capital
Minnesota
$4.65M 364,713 +89,893 +33%
AAM
9
Advisors Asset Management
Colorado
$4.64M 363,579 +60,003 +20%
Northwestern Mutual Wealth Management
10
Northwestern Mutual Wealth Management
Wisconsin
$1.92M 150,275 +29,623 +25%
LPL Financial
11
LPL Financial
California
$1.6M 125,834 +276 +0.2%
VAM
12
Verity Asset Management
North Carolina
$1.44M 112,926 +2,965 +3%
FAIM
13
Financial Advocates Investment Management
Washington
$1.23M 96,664 -250 -0.3%
Wells Fargo
14
Wells Fargo
California
$1.15M 89,964 -54,724 -38%
AA
15
Altman Advisors
Illinois
$1.09M 85,368 -27,596 -24%
RWP
16
RWA Wealth Partners
Massachusetts
$1.04M 81,775 -1,850 -2%
UBS Group
17
UBS Group
Switzerland
$1.04M 81,556 -1,718 -2%
GAMC
18
Garner Asset Management Corp
Texas
$887K 69,601 +203 +0.3%
MHIC
19
Marble Harbor Investment Counsel
Massachusetts
$745K 58,433 -191,237 -77%
CIA
20
Capital Investment Advisors
Georgia
$726K 56,917 -400 -0.7%
VEA
21
Virtus ETF Advisers
New York
$674K 52,845 -5,203 -9%
HWAM
22
Hennion & Walsh Asset Management
New Jersey
$673K 52,771 +28,832 +120%
WMG
23
WESCAP Management Group
California
$479K 37,600 – –
BA
24
Ballew Advisors
Mississippi
$470K 36,716 -2,478 -6%
SRC
25
Shufro Rose & Co
New York
$441K 33,700 – –
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